The financial industry is failing those who desire an authentic and personal approach to their personal and business finances.
WealthDesign is our innovative and proven process for those who are ready to ditch the traditional approach to wealth creation and management for a proven holistic approach.
Creating your personalized empire allows our relationship to move beyond the typical financial updates and reports. You will experience an intimate and involved process with us for the planning, vision and growth of your empire.
Our WealthDesign services allow you to show up in the world on your terms to achieve your goals because we know your money can change the world.
Family CFO Services
Align your current actions with your long term financial vision. With Divine Asset Management as your family’s Chief Financial Officer, we support your family in a myriad of wealth-related activities, including financial planning, cash flow analysis and budgeting, risk management and insurance, and more.
WealthDesign serves as a framework for creating your personal empire. Save for a family vacation home, retire on your terms, or build wealth to fund your passions. Whatever your vision, we provide you a customized financial plan to help you create it.
Life Insurance – Life insurance protects your loved ones in the event you are no longer here to provide for them. We help you find the best coverage for your needs.
Disability Income Insurance – One of the greatest assets you have is your ability to produce an income. Disability insurance helps protect a portion of that income should you become too sick or injured to work.
Divine Asset Management provides individuals portfolio structure, guidance and asset management. We manage assets ranging from:
- Fixed income
- Real estate
- Liquid assets
- Retirement Planning